Northland Securities Predicts BWXT FY2027 Earnings

BWX Technologies, Inc. (NYSE:BWXT) – Equities researchers at Northland Securities cut their FY2027 EPS estimates for BWX Technologies in a report released on Wednesday, September 30th. Northland Securities analyst J. Grampp now anticipates that the technology company will post earnings of $5.02 per share for the year, down from their prior estimate of $5.17. Northland Securities currently has a “Outperform” rating and a $220.00 target price on the stock. The consensus estimate for BWX Technologies’ current full-year earnings is $4.75 per share.

BWX Technologies (NYSE:BWXT) last released its quarterly earnings results on Monday, August 3rd. The technology company reported $1.07 EPS for the quarter, topping analysts’ consensus estimates of $1.04 by $0.03. BWX Technologies had a return on equity of 30.83% and a net margin of 10.11%.The business had revenue of $901.62 million for the quarter, compared to analyst estimates of $902.41 million. During the same period in the prior year, the company earned $1.02 EPS. BWX Technologies’s revenue for the quarter was up 18.0% on a year-over-year basis. BWX Technologies has set its FY 2026 guidance at 4.700-4.800 EPS.

Other analysts have also issued reports about the company. Jefferies Financial Group started coverage on BWX Technologies in a research note on Thursday, September 3rd. They issued a “buy” rating and a $181.00 target price for the company. Wells Fargo & Company upgraded shares of BWX Technologies from an “underweight” rating to an “equal weight” rating and reduced their price target for the stock from $200.00 to $170.00 in a research report on Thursday, August 27th. Citigroup reissued an “outperform” rating on shares of BWX Technologies in a report on Wednesday. Weiss Ratings cut shares of BWX Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, August 26th. Finally, BTIG Research restated a “buy” rating and issued a $235.00 price objective on shares of BWX Technologies in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $210.00.

BWX Technologies Trading Down 0.4%

Shares of BWXT opened at $137.48 on Thursday. The company has a debt-to-equity ratio of 1.51, a quick ratio of 2.33 and a current ratio of 2.40. The company has a market cap of $12.60 billion, a price-to-earnings ratio of 35.62, a PEG ratio of 2.16 and a beta of 0.75. The stock has a fifty day moving average price of $157.78 and a two-hundred day moving average price of $187.08. BWX Technologies has a 52-week low of $133.21 and a 52-week high of $241.82.

Institutional Investors Weigh In On BWX Technologies

A number of institutional investors have recently made changes to their positions in the stock. Transamerica Financial Advisors LLC bought a new position in BWX Technologies during the second quarter worth about $26,000. Security National Bank of SO Dak bought a new stake in shares of BWX Technologies in the 2nd quarter valued at about $29,000. MV Capital Management Inc. acquired a new stake in shares of BWX Technologies in the 4th quarter valued at approximately $32,000. Stonehage Fleming Financial Services Holdings Ltd acquired a new stake in shares of BWX Technologies in the 2nd quarter valued at approximately $40,000. Finally, Vermillion Wealth Management Inc. boosted its stake in BWX Technologies by 71.7% during the 4th quarter. Vermillion Wealth Management Inc. now owns 237 shares of the technology company’s stock worth $41,000 after acquiring an additional 99 shares during the last quarter. 94.39% of the stock is owned by institutional investors and hedge funds.

Insider Activity at BWX Technologies

In other BWX Technologies news, CEO Rex D. Geveden sold 10,000 shares of the company’s stock in a transaction on Wednesday, August 12th. The shares were sold at an average price of $172.50, for a total transaction of $1,725,000.00. Following the completion of the sale, the chief executive officer owned 192,491 shares in the company, valued at approximately $33,204,697.50. The trade was a 4.94% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.60% of the company’s stock.

BWX Technologies Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, September 4th. Shareholders of record on Tuesday, August 18th were issued a dividend of $0.27 per share. This represents a $1.08 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend was Tuesday, August 18th. BWX Technologies’s payout ratio is currently 27.98%.

Trending Headlines about BWX Technologies

Here are the key news stories impacting BWX Technologies this week:

• Positive Sentiment: Bank of America lowered its price target to $210 from $250 but maintained a “buy” rating. The revised target still implies substantial upside from current levels, although the reduction may reflect more cautious assumptions about BWXT’s valuation or near-term outlook. Read More: Benzinga
• Positive Sentiment: Guggenheim reaffirmed its “buy” rating and set a $192 price target. BTIG Research also reaffirmed its “buy” rating, with a $235 target. The continued analyst support suggests confidence in BWXT’s nuclear-focused business and longer-term growth prospects. Read More: Benzinga
• Positive Sentiment: BWXT is investing in technical talent to support long-term nuclear demand. Training, mentoring and its Technical Fellows program are intended to build the specialized workforce needed to execute future nuclear projects. Can BWXT’s Technical Talent Support Long-Term Nuclear Growth?
• Neutral Sentiment: Management updated its financial outlook at the company’s Investor Day. FY 2026 guidance calls for earnings per share of $4.70–$4.80 and revenue of approximately $3.8 billion, broadly in line with analyst expectations. The company also updated its FY 2030 targets, but the available reports do not provide enough detail to assess the changes. BWX Technologies Hosting Investor Day
• Negative Sentiment: BWXT recently touched a new 52-week low. The weakness indicates ongoing investor concerns about valuation, execution or the pace of nuclear-related growth, even as analysts continue to publish price targets well above the current trading level. BWXT Stock Hits 52-Week Low

BWX Technologies Company Profile

BWX Technologies, Inc (NYSE:BWXT) is a provider of nuclear components, systems and services for government and commercial customers. The company is best known for designing and manufacturing nuclear reactors and related components for the U.S. Navy’s nuclear-powered aircraft carriers and submarines. It also supports the nuclear fuel cycle and provides engineering, manufacturing, maintenance and technical services for nuclear facilities.

BWXT serves the U.S. government, commercial nuclear power producers, research institutions and customers in the healthcare and space industries.